Throughout Marketing Optimizer, you have the ability to perform lead and market segmentation to target your contact data in small groups or ‘sub-lists’. This is accomplished by choosing to ‘Require’ or ‘Exclude’ a wide variety of criteria such as time, activity status, etc. (see full list below). Once created, you can then apply your filters to the contact list, reports, export jobs, and more. Filtering allows you to narrow down the data to exactly what you want to see, or eliminate exactly what you don’t want to see.

Just above the contact list is the filter tool. Click “Filters” and a window with available criteria will pop-up.

Selecting by clicking each criteria will reveal additional options in the pane to the right. Once you have configured your criteria options, click “Add” in the bottom right corner.

Available Criteria:

  • Date Range – A selected range between two points on a calendar or a relative range (like “Today”, “This Week”, “This Month”, “This Year”, etc.) of when a contact was captured or entered into the CRM.
  • Role/Group/User – To which role, group, and user a contact is currently assigned to. You can also choose “Any” user of a group or contacts that are “Unassigned”.
  • Status/Substatus – To which status and substatus a contact is currently assigned. You can also choose “Any” substatus of a primary status.
  • Campaign Response – To which campaign a contact has ever been associated with.
  • Form Response – Which of your web forms a contact may have submitted.
  • Referring Website – The website from where your website visitors were directed from (search engines, links, directories, blogs, etc.)
  • Website – The website from where a contact was captured (via web form).
  • Search Engine – The specific search engine that led visitors to your website.
  • Search Phrase – The search phrases or keywords that a visitor used to find your website.
  • Lead Attention™ – How recently interaction has occurred with a lead, incremented in levels determined by configuring your “Lead Attention Meter” located in your account profile settings.
  • Product – With which products or services a contact is associated with.
  • Postal Code – A radial distance in miles from the center of a given Zip/ Postal Code.
  • Search Everywhere – Searches all field data for any word or phrase you enter.
  • Search Field Data – Searches a specific field for a value that you enter. Text values can require or exclude to be equal to, contains, or begins with a word or phrase. Numerical values can also be greater than, less than, not equal to, and a value between a range.
  • Time in Substatus – The duration in hours a contact has been in its current substatus.
  • Has Opted Out of Emails – Which contacts have or have not opted out of email communication via the {unsubscribe} link available when creating email templates.
  • Event Count for the Contact – The number of times an event has occurred within a determined timeframe in hours.
  • Contact is a Client – Contacts that are associated with a reseller (CRM client or lead buyer) account.
  • Client Account Age – Client accounts that are a minimum number of hours old.
  • Client Balance – Client accounts that have a balance in dollars that is less than, greater than, or equal to a specific value.
  • Client Group – Which client group a client contact is associated with.
  • Client Lead Delivery is Active – Checks whether a specific client or any client within a group has lead delivery toggled to “Active”.
  • Contact is Sellable – Which contacts are available for resale, determined by pricing options.
  • Client Purchased – The contacts that were sold to a specific client or to any client within a specific client group.
  • Lead Pricing – At which pricing level a contact is currently in.
  • Hour of the Day (Range) – Determines that the current time is within a range of hours in a 24 hour period.
  • Day of the Week – Determines that the current day of the week is equal to a day specified.
  • Day of the Month – Determines that the current date is equal to the date specified.
  • Month of the Year – Determines that the current month is equal to the month specified.
  • Date is in Range – Determines that the current date is within a range of two calendar points that you specify.
  • Event Count for All Contacts – Determines that the total number of times an event has occurred within a given timeframe is equal to, greater than, or less than a quantity you specify.
  • Shared Filter Result Count – Determines whether the number of contacts that pass a publicly saved filter is equal to, greater than, or less than a quantity you specify.
  • Lead Age (In Hours) – Leads that are a minimum number of hours old.

Remember you can require or exclude any number of the above criteria in a filter. You can save a configured filter for repeat use by clicking the “Save Filter” button above the criteria window. When saving, you can choose to make the filter private to your user account, or public for other to use and for use in other features throughout the system.

How It’s Used:

On The Contact List – Creating segments on the contact list allows you to create call lists or ‘to-do lists’ based on timeframe and interaction (or the lack of) using events. You can also segment by status or custom contact field to show or exclude a particular contact type like prospect, customer, vendor, employee, partner, etc.. The contact list is also great for creating contact-itemized reports segmented and sorted by geography, product or service, marketing campaign, assigned sales agent, and so on.

Click the drop-down arrow attached to the “Filters” button to view the list of common default filters, or your custom private and shared filters.

Building Reports – The filters you build can be applied to reports, segmenting the results as you need. Need a sales report for a previous month? An annual report on a particular product or service? How about a weekly report for a specific sales agent or office? Simply add required or excluded criteria under the “Market Segment” tab as you would on the contact list, or select from your previously saved filters.

(e.g. “Reports” > “Add Report” > “Market Segment” (tab))

Filtering Exports – Exporting all your data is helpful when creating a backup of your contact information. However, you have the ability to filter your exports and specify which data is included or excluded. This is handy when you need to export a mailing address list of all your prospects, or this month’s financials of all your clients. Do you have a contact-aggregated sales report you created by filtering your contact list? That same saved filter can be selected under the “Market Segment” tab when creating or editing an export.

(e.g. “Contacts” > “Contact Export” > “Add Export” > “Market Segment” (tab))

Controlling Automations – Filters are an essential part of sales and marketing automations, determining when certain actions are applied and to whom. Automations that are triggered by interactions like phone calls, emails, quote requests, etc. filter to require a specific event. Actions that need to occur when a certain disposition or stage in the sales pipeline is reached, depend on filtering by substatus. By combining these with time-related criteria and others, you increase the sophistication and precision of your automated work-flows, targeted drip email campaigns, etc..

(e.g. “Automations” > “Add” > “Filter” (tab))

Assigning and Reselling Leads – Filters can be crafted for the purpose of determining what type of contacts can be assigned to which users, allowing control where prospects or clients are managed by territory, products or service, etc.. Lead aggregators can use the filters to refine lead types, determine price, and deliver them to targeted buyers. In each case, your filter can either be applied to the automation responsible for assignment/distribution, or applied directly to the user under the “Lead Purchasing” options.

(e.g. Account profile > “Account, Groups and Users” > highlight user/client account > for users, select “Access > Edit Limits”…

…for reseller clients, select “Lead Purchasing” > “Lead Delivery Limits” (tab))

For further examples of how filters can be applied or if you need assistance creating one, contact customer support. Marketing Optimizer is meant to be a complete market segmentation software and if you find that you need greater ability to refine your market please let us know and we will see if we can provide you with the functionality that will meet your needs.